Checked fact 110011 Oct 2026Money and compute
Dylan Patel said that, with US GDP "close to 30 30 and some change trillion", the AI capex puts the share of GDP at "five or 6%" (02:15 to 02:22).
The exact words it rests on
(02:15) GDP is like close to 30 30 and some change trillion. So you're at like you know five or 6% right not not 3% or 2%.
What the source said when we opened it, on 11 Oct 2026.
The source
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Checked
Checked by the notis newsroom on , against the source above.
In the story
SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026
Said aloud in a video: the quote, word for word.
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